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Ategra Capital Management’s Meridian MRBK Stock Holding History

Ategra Capital Management’s Portfolio MRBK Stock Details MRBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-239,210
Closed -$4.54M – 27
2026
Q1 		$4.54M Sell
239,210
-113,059
-32% -$2.15M 2.25% 18
2025
Q4 		$6.19M Sell
352,269
-54,671
-13% -$854K 2.95% 15
2025
Q3 		$6.43M Sell
406,940
-209,189
-34% -$3.14M 3.79% 15
2025
Q2 		$7.94M Sell
616,129
-153,626
-20% -$2.03M 6.29% 7
2025
Q1 		$11.1M Sell
769,755
-252,643
-25% -$3.85M 8.62% 6
2024
Q4 		$14M Sell
1,022,398
-3,942
-0.4% -$56.4K 9.27% 4
2024
Q3 		$13M Buy
1,026,340
+17,023
+2% +$194K 9.21% 3
2024
Q2 		$10.6M Buy
1,009,317
+1,577
+0.2% +$15.1K 8.89% 5
2024
Q1 		$10M Buy
1,007,740
+14,784
+1% +$163K 4.51% 7
2023
Q4 		$13.8M Sell
992,956
-79,078
-7% -$919K 6.07% 3
2023
Q3 		$10.5M Buy
1,072,034
+1,011
+0.1% +$11.4K 5.7% 3
2023
Q2 		$10.5M Buy
1,071,023
+57,325
+6% +$580K 5.64% 3
2023
Q1 		$12.8M Sell
1,013,698
-702
-0.1% -$10.7K 7.01% 2
2022
Q4 		$15.4M Buy
1,014,400
+2,830
+0.3% +$44.9K 7.76% 1
2022
Q3 		$14.8M Buy
1,011,570
+26,406
+3% +$392K 7.61% 1
2022
Q2 		$14.9M Buy
985,164
+9,112
+0.9% +$142K 7.63% 1
2022
Q1 		$15.7M Sell
976,052
-22,294
-2% -$395K 6.87% 1
2021
Q4 		$18.4M Buy
998,346
+262
+0% +$4.32K 7.97% 1
2021
Q3 		$14.3M Sell
998,084
-61,762
-6% -$838K 6.84% 1
2021
Q2 		$13.9M Buy
1,059,846
+58,870
+6% +$773K 6.75% 1
2021
Q1 		$13M Buy
1,000,976
+75,598
+8% +$889K 7.21% 1
2020
Q4 		$9.62M Buy
925,378
+39,506
+4% +$376K 6.7% 2
2020
Q3 		$7.14M Buy
885,872
+24,326
+3% +$182K 6.39% 2
2020
Q2 		$6.83M Buy
861,546
+114,256
+15% +$869K 6.53% 2
2020
Q1 		$5.11M Sell
747,290
-22,134
-3% -$204K 6% 4
2019
Q4 		$7.77M Buy
769,424
+49,176
+7% +$456K 6.51% 3
2019
Q3 		$6.39M Buy
720,248
+26,270
+4% +$230K 5.8% 5
2019
Q2 		$5.86M Buy
693,978
+47,612
+7% +$413K 5.49% 5
2019
Q1 		$5.83M Buy
+646,366
New +$5.64M 5.7% 5

Other funds holding MRBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SVBP
Strategic Value Bank Partners Cleveland, Ohio $143M AUM 32.32% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Ategra Capital Management's MRBK Position: Q2 2026 in Review

Ategra Capital Management sold out of Meridian (MRBK) in Q2 2026, closing a stake of 239,210 shares — an estimated $4.54M sold.

Ategra Capital Management first reported a position in MRBK in Q1 2019 and held it in 29 quarters. The position peaked at $18.4M in Q4 2021. 102 funds tracked by Wall St. Rank hold MRBK as of Q2 2026.

  • Ategra Capital Management reported no remaining Meridian position as of Q2 2026 after selling out during the quarter.
  • Ategra Capital Management sold 239,210 Meridian shares in Q2 2026, an estimated $4.54M.
  • Ategra Capital Management first reported a position in Meridian in Q1 2019 and held it in 29 quarters.
  • Ategra Capital Management's Meridian position peaked at $18.4M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held Meridian as of Q2 2026.

Based on Ategra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.